Wealth Advisor
Core
Primary relationship manager and trusted advisor for high-net-worth and ultra-high-net-worth individuals, families, and business owners, coordinating a team of specialists to deliver comprehensive wealth management solutions.
Role type
Senior IC Wealth Advisor
Builds
Customized planning, investment, trust, fiduciary, banking, and credit solutions for affluent clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Business development, client relationship management, team coordination, regulatory compliance, prospect pipeline management, financial strategy development
Preferred skills
Securities licensing, CFP, CTFA, CPA, MBA, JD
Technologies
N/A
Responsibilities
Serve as the lead advisor and central point of contact for clients; Act as the "quarterback" of the client relationship by leading a team of specialists; Develop deep understanding of client financial circumstances and goals; Partner with Community Bank leaders to identify referrals and opportunities; Lead client relationship strategy discussions; Build and retain a portfolio of affluent client relationships through networking; Ensure compliance with regulatory requirements and maintain Federal SAFE Act registration.
Seniority
Senior, hands-on IC